Assessment groups can now define billing frequency (monthly, quarterly, annual) with configurable due months and due day. Invoice generation respects each group's schedule - only generating invoices when the selected month is a billing month for that group. Adds a generation preview showing which groups will be billed, period tracking on invoices, and billing period context in the payments UI. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
435 lines
16 KiB
TypeScript
435 lines
16 KiB
TypeScript
import { useState } from 'react';
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import {
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Title, Text, Card, Table, SimpleGrid, Group, Stack, Badge, Loader, Center,
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ThemeIcon, Button, Modal, TextInput, NumberInput, Textarea, Select, ActionIcon, Tooltip,
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MultiSelect,
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} from '@mantine/core';
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import { useForm } from '@mantine/form';
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import { useDisclosure } from '@mantine/hooks';
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import { notifications } from '@mantine/notifications';
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import {
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IconPlus, IconEdit, IconCategory, IconCash, IconHome, IconArchive, IconStarFilled, IconStar,
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} from '@tabler/icons-react';
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import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
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import api from '../../services/api';
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import { useIsReadOnly } from '../../stores/authStore';
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interface AssessmentGroup {
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id: string;
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name: string;
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description: string;
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regular_assessment: string;
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special_assessment: string;
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unit_count: number;
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frequency: string;
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due_months: number[];
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due_day: number;
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actual_unit_count: string;
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monthly_operating_income: string;
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monthly_reserve_income: string;
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total_monthly_income: string;
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is_default: boolean;
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is_active: boolean;
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}
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interface Summary {
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group_count: string;
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total_monthly_operating: string;
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total_monthly_reserve: string;
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total_monthly_income: string;
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total_units: string;
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}
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const frequencyLabels: Record<string, string> = {
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monthly: 'Monthly',
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quarterly: 'Quarterly',
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annual: 'Annual',
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};
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const frequencyColors: Record<string, string> = {
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monthly: 'blue',
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quarterly: 'teal',
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annual: 'violet',
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};
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const MONTH_OPTIONS = [
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{ value: '1', label: 'January' },
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{ value: '2', label: 'February' },
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{ value: '3', label: 'March' },
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{ value: '4', label: 'April' },
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{ value: '5', label: 'May' },
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{ value: '6', label: 'June' },
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{ value: '7', label: 'July' },
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{ value: '8', label: 'August' },
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{ value: '9', label: 'September' },
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{ value: '10', label: 'October' },
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{ value: '11', label: 'November' },
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{ value: '12', label: 'December' },
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];
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const MONTH_ABBREV = ['', 'Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'];
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const DEFAULT_DUE_MONTHS: Record<string, string[]> = {
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monthly: ['1','2','3','4','5','6','7','8','9','10','11','12'],
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quarterly: ['1','4','7','10'],
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annual: ['1'],
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};
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export function AssessmentGroupsPage() {
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const [opened, { open, close }] = useDisclosure(false);
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const [editing, setEditing] = useState<AssessmentGroup | null>(null);
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const queryClient = useQueryClient();
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const isReadOnly = useIsReadOnly();
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const { data: groups = [], isLoading } = useQuery<AssessmentGroup[]>({
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queryKey: ['assessment-groups'],
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queryFn: async () => { const { data } = await api.get('/assessment-groups'); return data; },
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});
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const { data: summary } = useQuery<Summary>({
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queryKey: ['assessment-groups-summary'],
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queryFn: async () => { const { data } = await api.get('/assessment-groups/summary'); return data; },
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});
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const form = useForm({
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initialValues: {
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name: '',
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description: '',
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regularAssessment: 0,
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specialAssessment: 0,
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unitCount: 0,
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frequency: 'monthly',
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dueMonths: DEFAULT_DUE_MONTHS.monthly,
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dueDay: 1,
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},
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validate: {
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name: (v) => (v.length > 0 ? null : 'Required'),
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regularAssessment: (v) => (v >= 0 ? null : 'Must be >= 0'),
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dueMonths: (v, values) => {
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if (values.frequency === 'quarterly' && v.length !== 4) return 'Quarterly requires exactly 4 months';
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if (values.frequency === 'annual' && v.length !== 1) return 'Annual requires exactly 1 month';
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return null;
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},
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dueDay: (v) => (v >= 1 && v <= 28 ? null : 'Must be 1-28'),
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},
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});
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const saveMutation = useMutation({
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mutationFn: (values: any) => {
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const payload = {
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...values,
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dueMonths: values.dueMonths.map(Number),
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};
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return editing
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? api.put(`/assessment-groups/${editing.id}`, payload)
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: api.post('/assessment-groups', payload);
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},
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['assessment-groups'] });
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queryClient.invalidateQueries({ queryKey: ['assessment-groups-summary'] });
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notifications.show({ message: editing ? 'Group updated' : 'Group created', color: 'green' });
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close();
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setEditing(null);
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form.reset();
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},
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onError: (err: any) => {
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notifications.show({ message: err.response?.data?.message || 'Error', color: 'red' });
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},
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});
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const archiveMutation = useMutation({
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mutationFn: (group: AssessmentGroup) =>
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api.put(`/assessment-groups/${group.id}`, { isActive: !group.is_active }),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['assessment-groups'] });
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queryClient.invalidateQueries({ queryKey: ['assessment-groups-summary'] });
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notifications.show({ message: 'Group status updated', color: 'green' });
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},
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});
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const setDefaultMutation = useMutation({
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mutationFn: (id: string) => api.put(`/assessment-groups/${id}/set-default`),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['assessment-groups'] });
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notifications.show({ message: 'Default group updated', color: 'green' });
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},
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onError: (err: any) => {
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notifications.show({ message: err.response?.data?.message || 'Error', color: 'red' });
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},
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});
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const handleEdit = (group: AssessmentGroup) => {
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setEditing(group);
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const dueMonths = group.due_months
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? group.due_months.map(String)
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: DEFAULT_DUE_MONTHS[group.frequency] || DEFAULT_DUE_MONTHS.monthly;
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form.setValues({
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name: group.name,
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description: group.description || '',
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regularAssessment: parseFloat(group.regular_assessment || '0'),
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specialAssessment: parseFloat(group.special_assessment || '0'),
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unitCount: group.unit_count || 0,
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frequency: group.frequency || 'monthly',
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dueMonths,
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dueDay: group.due_day || 1,
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});
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open();
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};
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const handleNew = () => {
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setEditing(null);
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form.reset();
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open();
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};
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const handleFrequencyChange = (value: string | null) => {
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if (!value) return;
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form.setFieldValue('frequency', value);
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form.setFieldValue('dueMonths', DEFAULT_DUE_MONTHS[value] || DEFAULT_DUE_MONTHS.monthly);
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};
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const fmt = (v: string | number) =>
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parseFloat(String(v || '0')).toLocaleString('en-US', { style: 'currency', currency: 'USD' });
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const freqSuffix = (freq: string) => {
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switch (freq) {
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case 'quarterly': return '/qtr';
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case 'annual': return '/yr';
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default: return '/mo';
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}
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};
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const formatDueMonths = (months: number[], frequency: string) => {
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if (!months || frequency === 'monthly') return 'Every month';
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return months.map((m) => MONTH_ABBREV[m]).join(', ');
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};
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if (isLoading) return <Center h={300}><Loader /></Center>;
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return (
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<Stack>
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<Group justify="space-between">
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<div>
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<Title order={2}>Assessment Groups</Title>
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<Text c="dimmed" size="sm">Manage property types with different assessment rates and frequencies</Text>
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</div>
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{!isReadOnly && (
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<Button leftSection={<IconPlus size={16} />} onClick={handleNew}>
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Add Group
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</Button>
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)}
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</Group>
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<SimpleGrid cols={{ base: 1, sm: 2, md: 4 }}>
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<Card withBorder padding="lg">
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<Group justify="space-between">
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<div>
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<Text size="xs" c="dimmed" tt="uppercase" fw={700}>Groups</Text>
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<Text fw={700} size="xl">{summary?.group_count || 0}</Text>
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</div>
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<ThemeIcon color="blue" variant="light" size={48} radius="md">
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<IconCategory size={28} />
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</ThemeIcon>
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</Group>
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</Card>
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<Card withBorder padding="lg">
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<Group justify="space-between">
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<div>
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<Text size="xs" c="dimmed" tt="uppercase" fw={700}>Total Units</Text>
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<Text fw={700} size="xl">{summary?.total_units || 0}</Text>
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</div>
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<ThemeIcon color="green" variant="light" size={48} radius="md">
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<IconHome size={28} />
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</ThemeIcon>
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</Group>
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</Card>
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<Card withBorder padding="lg">
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<Group justify="space-between">
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<div>
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<Text size="xs" c="dimmed" tt="uppercase" fw={700}>Monthly Equiv. Operating</Text>
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<Text fw={700} size="xl">{fmt(summary?.total_monthly_operating || '0')}</Text>
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</div>
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<ThemeIcon color="teal" variant="light" size={48} radius="md">
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<IconCash size={28} />
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</ThemeIcon>
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</Group>
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</Card>
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<Card withBorder padding="lg">
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<Group justify="space-between">
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<div>
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<Text size="xs" c="dimmed" tt="uppercase" fw={700}>Monthly Equiv. Reserve</Text>
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<Text fw={700} size="xl">{fmt(summary?.total_monthly_reserve || '0')}</Text>
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</div>
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<ThemeIcon color="violet" variant="light" size={48} radius="md">
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<IconCash size={28} />
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</ThemeIcon>
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</Group>
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</Card>
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</SimpleGrid>
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<Card withBorder>
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<Table striped highlightOnHover>
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<Table.Thead>
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<Table.Tr>
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<Table.Th>Group Name</Table.Th>
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<Table.Th ta="center">Units</Table.Th>
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<Table.Th>Frequency</Table.Th>
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<Table.Th>Due Months</Table.Th>
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<Table.Th ta="right">Regular Assessment</Table.Th>
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<Table.Th ta="right">Special Assessment</Table.Th>
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<Table.Th ta="right">Monthly Equiv.</Table.Th>
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<Table.Th>Status</Table.Th>
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<Table.Th></Table.Th>
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</Table.Tr>
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</Table.Thead>
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<Table.Tbody>
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{groups.length === 0 && (
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<Table.Tr>
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<Table.Td colSpan={9}>
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<Text ta="center" c="dimmed" py="lg">
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No assessment groups yet. Create groups like "Single Family Homes", "Condos", etc.
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</Text>
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</Table.Td>
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</Table.Tr>
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)}
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{groups.map((g) => (
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<Table.Tr key={g.id} style={{ opacity: g.is_active ? 1 : 0.5 }}>
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<Table.Td>
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<Group gap={8}>
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<div>
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<Group gap={6}>
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<Text fw={500}>{g.name}</Text>
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{g.is_default && (
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<Badge color="yellow" variant="light" size="xs">Default</Badge>
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)}
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</Group>
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{g.description && <Text size="xs" c="dimmed">{g.description}</Text>}
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</div>
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</Group>
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</Table.Td>
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<Table.Td ta="center">
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<Badge variant="light">{g.actual_unit_count || g.unit_count}</Badge>
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</Table.Td>
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<Table.Td>
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<Badge
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color={frequencyColors[g.frequency] || 'blue'}
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variant="light"
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size="sm"
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>
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{frequencyLabels[g.frequency] || 'Monthly'}
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</Badge>
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</Table.Td>
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<Table.Td>
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<Text size="xs" c="dimmed">{formatDueMonths(g.due_months, g.frequency)}</Text>
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</Table.Td>
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<Table.Td ta="right" ff="monospace">
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{fmt(g.regular_assessment)}{freqSuffix(g.frequency)}
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</Table.Td>
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<Table.Td ta="right" ff="monospace">
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{parseFloat(g.special_assessment || '0') > 0 ? (
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<Badge color="orange" variant="light">{fmt(g.special_assessment)}{freqSuffix(g.frequency)}</Badge>
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) : '-'}
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</Table.Td>
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<Table.Td ta="right" ff="monospace">{fmt(g.total_monthly_income)}</Table.Td>
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<Table.Td>
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<Badge color={g.is_active ? 'green' : 'gray'} variant="light" size="sm">
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{g.is_active ? 'Active' : 'Archived'}
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</Badge>
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</Table.Td>
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<Table.Td>
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{!isReadOnly && (
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<Group gap={4}>
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<Tooltip label={g.is_default ? 'Default group' : 'Set as default'}>
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<ActionIcon
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variant="subtle"
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color={g.is_default ? 'yellow' : 'gray'}
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onClick={() => !g.is_default && setDefaultMutation.mutate(g.id)}
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disabled={g.is_default}
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>
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{g.is_default ? <IconStarFilled size={16} /> : <IconStar size={16} />}
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</ActionIcon>
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</Tooltip>
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<ActionIcon variant="subtle" onClick={() => handleEdit(g)}>
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<IconEdit size={16} />
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</ActionIcon>
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<ActionIcon
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variant="subtle"
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color={g.is_active ? 'gray' : 'green'}
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onClick={() => archiveMutation.mutate(g)}
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>
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<IconArchive size={16} />
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</ActionIcon>
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</Group>
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)}
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</Table.Td>
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</Table.Tr>
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))}
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</Table.Tbody>
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</Table>
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</Card>
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<Modal opened={opened} onClose={close} title={editing ? 'Edit Assessment Group' : 'New Assessment Group'} size="md">
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<form onSubmit={form.onSubmit((values) => saveMutation.mutate(values))}>
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<Stack>
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<TextInput label="Group Name" placeholder="e.g. Single Family Homes" required {...form.getInputProps('name')} />
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<Textarea label="Description" placeholder="Optional description" {...form.getInputProps('description')} />
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<Select
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label="Assessment Frequency"
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description="How often assessments are collected"
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data={[
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{ value: 'monthly', label: 'Monthly' },
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{ value: 'quarterly', label: 'Quarterly' },
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{ value: 'annual', label: 'Annual' },
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]}
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value={form.values.frequency}
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onChange={handleFrequencyChange}
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/>
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{form.values.frequency !== 'monthly' && (
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<MultiSelect
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label={form.values.frequency === 'quarterly' ? 'Billing Quarters (select 4 months)' : 'Due Month'}
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description={form.values.frequency === 'quarterly'
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? 'Select the first month of each quarter when assessments are due'
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: 'Select the month when the annual assessment is due'}
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data={MONTH_OPTIONS}
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value={form.values.dueMonths}
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onChange={(v) => form.setFieldValue('dueMonths', v)}
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error={form.errors.dueMonths}
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maxValues={form.values.frequency === 'annual' ? 1 : 4}
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/>
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)}
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<Group grow>
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<NumberInput
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label={`Regular Assessment (per unit${freqSuffix(form.values.frequency)})`}
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prefix="$"
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decimalScale={2}
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min={0}
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{...form.getInputProps('regularAssessment')}
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/>
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<NumberInput
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label={`Special Assessment (per unit${freqSuffix(form.values.frequency)})`}
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prefix="$"
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decimalScale={2}
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min={0}
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{...form.getInputProps('specialAssessment')}
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/>
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</Group>
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<Group grow>
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<NumberInput label="Expected Unit Count" min={0} {...form.getInputProps('unitCount')} />
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<NumberInput
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label="Due Day of Month"
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description="Day invoices are due (1-28)"
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min={1}
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max={28}
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{...form.getInputProps('dueDay')}
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/>
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</Group>
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<Button type="submit" loading={saveMutation.isPending}>
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{editing ? 'Update' : 'Create'}
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</Button>
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</Stack>
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</form>
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</Modal>
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</Stack>
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);
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}
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